Paraplanner

Location: Cheap

Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.

Job description:

Role

Title:

Paraplanner

Location:

London Division:
Rathbones Financial Planning

Contract:

Fixed Term contract until 1 June 2027 Working pattern:
Hybrid About the Role To provide a high level of paraplanning support to Rathbones Financial Planners, demonstrating a clear ability to understand client needs and objectives, and devise appropriate advice solutions in line with the wider business objectives What you'll be responsible for:
• Excellent client management skills, responds to client queries and attends client meetings where appropriate to assist with understand the client needs and produces associated meeting notes/ documents.
• Support the Financial Planner to manage and deliver the ongoing client service strategy and can explain complex concepts in simple terms.
• Be responsible for creating and delivering high quality, compliant and timely work to support RFP colleagues and Clients,
• Proactively work with manager and team to deliver results Financial Planning and technical development:
• Strong understanding of the advice process and can identify appropriate client solutions across all planning areas.
• Analyses product features, benefits, and risks to formulate clear and confident recommendations
• Actively requesting exposure to relevant advice areas to ensure holistic understanding.
• Receives feedback and acts on appropriately with a view to developing their client facing skills
• Prepare Annual Review documentation including cashflow modelling where appropriate.

About you:

If you meet some of these criteria and are excited about the role, we encourage you to apply
• Professional, self motivated & organised
• Confident and able to work under own initiative
• Client centric approach to work and excellent communication & organisational skills
• Good understanding of the advice process and capable of confidently identifying appropriate solutions for clients across full range of planning areas.
• Able to analyse features, benefits and risks of products/policies, and support with making recommendations to clients with confidence
• Good understanding of risk and governance frameworks (internal & external) and the regulatory environment.
• Excellent numeracy, MS Office Systems and report writing skills including Power Point  
• Excellent knowledge and competence of business systems ie. Xplan/RID/Voyant
• Clear written and verbal communication skills
• Client centric mindset with a proactive approach to service
• Builds and maintains effective relationships internally and externally Professional experience and qualifications (where necessary):
• Has achieved Level 4 CII Diploma in Regulated Financial Planning or equivalent
• A minimum of 2 years as a Paraplanner
• Experience of working with centrally devised tools, templates and guidance.